The NAILBA Case Manager Certification Program helps train and develop new case managers on the life insurance case management process, while certifying existing case managers on the key skills, responsibilities, and right practices required for their role. The program, which has been designed with a life insurance focus, is comprised of eight online learning modules with mastery quizzes for each module. The program concludes with an online Comprehensive Certification Exam comprised of 175 questions. Participants must pass the exam with a score of 70 or higher to complete the curriculum. Case Managers with at least one year of experience in the case manager role can earn the Certified Case Manager (CCM) designation.
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1.tLIFE INSURANCE OVERVIEW
- PART I – THE PURPOSE OF LIFE INSURANCE
- Exam: Life Insurance Overview Part I
- PART II – TERM INSURANCE PRODUCTS, FEATURES, AND BENEFITS
- Exam: Life Insurance Overview Part II
- PART III – PERMANENT INSURANCE PRODUCTS, FEATURES, AND BENEFITS
- PART III – PERMANENT INSURANCE PRODUCTS, FEATURES, AND BENEFITS CONTINUED
- Exam: Life Insurance Overview Part III
- PART IV – RIDERS, LIVING BENEFITS, AND POLICY PROVISIONS
- Exam: Life Insurance Overview Part IV
- PART V – LIFE INSURANCE ANALYSIS, REVIEWS, AND COMPENSATION
- Exam: Life Insurance Overview Part V
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2.tTHE UNDERWRITING PROCESS
- PART I – UNDERWRITING BASICS
- PART I – UNDERWRITING BASICS CONTINUED
- Exam: The Underwriting Process Part I
- PART II – RISK / RATE CLASSES OVERVIEW
- Exam: The Underwriting Process Part II
- PART III – FIELD UNDERWRITING
- PART III – FIELD UNDERWRITING CONTINUED
- Exam: The Underwriting Process Part III
- PART IV – NAVIGATING UNDERWRITING DECISIONS AND REINSURANCE
- Exam: The Underwriting Process Part IV
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3.tTHE ROLE OF THE BROKERAGE GENERAL AGENCY (BGA)
u2022tLife Insurance Distribution Overview u2022tProprietary Carriers, Independent Brokerage, Direct Online Portals, Affinity Groups, and Worksite Marketing u2022tWhat is a BGA? u2022tWhat Makes a BGA Distinct? u2022tThe Benefits of Working with a BGA u2022tThe Role of Marketing Organizations (IMOs, NMOs, FMOs) u2022tThe BGA Value Proposition
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4.tTYPES OF CASE SUBMISSIONS
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5.tTHE CASE MANAGER ROLE
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6.tCASE MANAGEMENT REQUIREMENTS
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7.tWORKING WITH ADVISORS AND INSURANCE PROFESSIONALS
- PART I – THE ROLE OF THE ADVISOR
- Exam: Working with Advisors and Insurance Professionals Part I
- PART II – THE DIFFERENT BUSINESS MODELS
- Exam: Working with Advisors and Insurance Professionals Part II
- PART III – FOSTERING ADVISOR RELATIONSHIPS AND SERVICE
- Exam: Working with Advisors and Insurance Professionals Part III
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8.tREGULATORY CONSIDERATIONS
- PART I – INSURANCE REGULATORS, LICENSING, AND CONTINUING EDUCATION
- Exam: Regulatory Considerations Part I
- PART II – REGULATION 187 BEST INTEREST (REG BI)
- Exam: Regulatory Considerations Part II
- PART III – REGULATION 60 AND ANTI-MONEY LAUNDERING
- Exam: Regulatory Considerations Part III
- PART IV – GENERAL SUPERVISORY REQUIREMENTS
- Exam: Regulatory Considerations Part IV
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9.tFINAL CERTIFICATION EXAM
